← Back to searchVisit website
AGW CAPITAL ADVISORS
ANNIS GARDNER WHITING CAPITAL ADVISORS LLC
CRD 150570 · SEC 801-70256
511 W. BAY STREET, SUITE 310, TAMPA, FL, 33606, United States
Phone
813-254-4700
Fax
813-254-4717
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.73B
Discretionary AUM
$1.39B
Team
21 total employees; 14 advisory reps; 16 broker-dealer reps
Clients
—
Fees
Percentage of AUM; Fixed fees; PROJECT BASED FEES
Org form
Limited Liability Company
Filing date
2026-03-13
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Pension consultingSelection of other advisersEducational seminarsPROJECT CONSULTING OR ANALYSIS
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 35 | $13.3M |
| High net worth individuals | 92 | $1.37B |
| Pooled investment vehicles | 1 | $4.2M |
| Pension/profit sharing plans | 4 | $26.7M |
| Charitable organizations | 6 | $227.9M |
| Insurance companies | 1 | $15.2M |
| Corporations/business entities | 3 | $69.6M |
States served
GA, LA, NY, NC, TX, FL
All web addresses on file
Official SEC filing: View on IAPD